Managers of Wealth Americas

Five Ideas to Include on Your Family Office Solution Wish List

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Global Bank Cyber Risk Coordination a Positive for Risk Mitigation

Cybersecurity risk has been a growing “non-financial” risk for banks over the years

SS&C GlobeOp Forward Redemption Indicator

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp

The Distribution Game Has New Rules

These growing channels present new criteria for success in the market.

SIMON Integrates with Rowboat Advisors’ Cutting-Edge Portfolio Optimization Software to Enhance Portfolio Allocation Tool for Wealth Managers

The integration amplifies SIMON’s digital analytics offering to power portfolio analytics needs for risk-managed and alternative investment solutions

Regions Financial to Build on Capital Markets Growth with Acquisition of Clearsight Advisors

Acquisition to further expand Regions’ specialty capabilities and M&A advisory services.

JPMorgan to join Trumid trading platform

Trumid combines agile technology, focused product design and market expertise to deliver a unique and easy to use trading solution to its users.

Bitcoin: The world sets its eyes on El Salvador

El Salvador has bet on the future and intends to boost financial inclusivity in the country, given that 70% of the population does not have a bank account.

Anchorage Digital Raises $350 Million in Series D Funding Round, Led by KKR

New round values premier digital asset platform at over $3 billion

Citizens Financial Group Expands M&A Advisory Team

Transaction strengthens coverage by adding digital infrastructure advisory expertise

i2c Partners with Ooredoo to Launch Digital-First Payment Initiatives in Qatar

Global technology leaders partner to accelerate digital payments adoption by launching a suite of modern prepaid and contactless payments products

GBST signs third North American client

GBST’s Equate solution is powering five new calculators covering credit cards, savings, budgets, loans, and repayments.

Wells Fargo and HSBC Establish Bilateral Agreement

Strategic agreement between the two companies optimizes settlement of foreign exchange transactions and reduces settlement risk

National Bank of Belize Launches Stablecoin and Digital Wallet

Bitt’s versatile Digital Currency Management System (DCMS) enables financial institutions, monetary authorities, and governments to connect stablecoins and CBDCs with their current core financial and back-end software

This Island Is The New Luxury Tax Haven For Crypto Rich

The St. Regis Bahia Beach Resort in Puerto Rico boasts a golf course and oceanfront residences in a 483-acre nature reserve, set along azure waters and lush rainforest.

Own everything but bubble assets tech, crypto: investor Rich Bernstein

Bernstein thinks that a lack of capital can lead to opportunities.

HSBC and Wells Fargo to settle currency trades with blockchain

The two banks will cut out CLS from dollar, euro and sterling transactions

Vistra uses Eleven to bring next generation technology to Fund Services and Investor Relations

With the launch of VFunds 2.0, Vistra is leading the shift towards a digital evolution of its industry.

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Challenges our industry faced in 2021

What is more – our raison d’être is to address their challenges and we are responsible for helping private bankers and wealth managers resolve them

FinTech